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Pathward Financial

261 hedge funds and large institutions have $1.57B invested in Pathward Financial in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

7% less call options, than puts

Call options by funds: $497K | Put options by funds: $533K

1% less funds holding

Funds holding: 264261 (-3)

1.65% less ownership

Funds ownership: 91.75%90.1% (-1.7%)

8% less capital invested

Capital invested by funds: $1.71B → $1.57B (-$140M)

37% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 112

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
71
Reduced
112
Closed
38
Calls
$497K
Puts
$533K
Net Calls
-$36K
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$2.32M -$86.5K -1,207 -4%
Verition Fund Management
77
Verition Fund Management
Connecticut
$2.23M -$497K -6,936 -18%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$2.2M -$12.2K -170 -0.5%
FMI
79
F/M Investments
District of Columbia
$2.16M -$2.34M -32,701 -52%
HF
80
HRT Financial
New York
$2.1M +$791K +11,035 +59%
PFO
81
PMC FIG Opportunities
Israel
$2.05M +$2.07M +28,816 New
Russell Investments Group
82
Russell Investments Group
United Kingdom
$2.03M -$138K -1,926 -6%
AllianceBernstein
83
AllianceBernstein
Tennessee
$2M
Rafferty Asset Management
84
Rafferty Asset Management
New York
$1.95M -$482K -6,723 -20%
CAM
85
Chou Associates Management
Ontario, Canada
$1.94M
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$1.93M -$7.3M -101,877 -80%
N
87
Numerai
California
$1.9M +$1.92M +26,795 New
Wells Fargo
88
Wells Fargo
California
$1.78M +$736K +10,267 +69%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.75M -$755K -10,533 -30%
EGM
90
Engineers Gate Manager
New York
$1.7M +$334K +4,661 +24%
SFI
91
Susquehanna Fundamental Investments
Pennsylvania
$1.69M +$383K +5,344 +29%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$1.69M +$12.8K +179 +0.8%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$1.67M -$181K -2,521 -10%
VAS
94
Vestmark Advisory Solutions
Massachusetts
$1.61M +$1.62M +22,669 New
MCP
95
Militia Capital Partners
Nevada
$1.57M +$515K +7,179 +48%
CCIA
96
Campbell & Co Investment Adviser
Maryland
$1.56M +$1.22M +17,022 +347%
SCA
97
Sippican Capital Advisors
Massachusetts
$1.54M +$12.2K +170 +0.8%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$1.53M -$100K -1,398 -6%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.52M +$83.1K +1,159 +6%
Prudential Financial
100
Prudential Financial
New Jersey
$1.52M -$296K -4,132 -16%